JPMorgan Growth Advantage Fund (JGACX)
The fund invest primarily in common stocks of companies across all market capitalizations, emphasizing those with strong earnings growth potential, and may concentrate assets in a specific market capitalization category.
Fund Info
US4812A36922
4812A3692
May 1, 2006
$1,000
Large-Cap
Growth
Expense Ratio
JGACX has a high expense ratio of 1.54%, indicating above-average management fees.
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
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Returns By Period
JPMorgan Growth Advantage Fund (JGACX) returned -0.89% year-to-date (YTD) and 11.71% over the past 12 months. Over the past 10 years, JGACX delivered an annualized return of 15.02%, outperforming the S&P 500 benchmark at 10.85%.
JGACX
-0.89%
8.63%
-1.33%
11.71%
16.88%
15.86%
15.02%
^GSPC (Benchmark)
0.51%
6.15%
-2.00%
12.92%
12.68%
14.19%
10.85%
Monthly Returns
The table below presents the monthly returns of JGACX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | 3.20% | -4.10% | -9.07% | 1.49% | 8.51% | -0.89% | |||||||
| 2024 | 2.86% | 8.14% | 2.20% | -5.18% | 5.50% | 6.71% | -2.66% | 2.21% | 2.37% | -0.27% | 6.83% | -1.20% | 30.10% |
| 2023 | 8.58% | -1.21% | 4.64% | -0.10% | 5.66% | 7.34% | 3.06% | -0.92% | -5.42% | -2.65% | 10.95% | 4.84% | 39.06% |
| 2022 | -9.20% | -3.18% | 3.46% | -12.24% | -3.22% | -8.44% | 12.34% | -4.77% | -9.81% | 5.32% | 4.23% | -7.33% | -30.57% |
| 2021 | -0.04% | 2.60% | -0.47% | 5.99% | -1.92% | 4.86% | 1.94% | 3.38% | -4.84% | 8.20% | -0.50% | 0.64% | 20.93% |
| 2020 | 3.29% | -5.64% | -10.52% | 16.65% | 8.12% | 5.10% | 9.34% | 9.52% | -4.25% | -2.56% | 11.87% | 5.57% | 52.51% |
| 2019 | 10.48% | 4.83% | 1.63% | 3.82% | -6.18% | 7.10% | 1.33% | -2.36% | -0.75% | 3.29% | 5.54% | 2.89% | 35.24% |
| 2018 | 7.65% | -1.66% | -2.23% | 0.56% | 5.36% | 0.47% | 1.72% | 6.72% | -0.24% | -10.02% | 0.32% | -9.02% | -2.01% |
| 2017 | 4.65% | 4.09% | 1.36% | 2.67% | 3.52% | 0.57% | 2.88% | 2.07% | 1.43% | 4.40% | 2.76% | -0.23% | 34.53% |
| 2016 | -9.73% | -0.99% | 7.06% | 0.16% | 2.79% | -2.71% | 5.27% | -0.22% | 0.89% | -3.07% | 2.71% | -0.51% | 0.59% |
| 2015 | -0.00% | 5.94% | -0.00% | 0.15% | 3.13% | 0.21% | 3.66% | -6.17% | -5.13% | 6.63% | 1.29% | -1.20% | 7.94% |
| 2014 | -1.85% | 5.73% | -3.64% | -2.41% | 2.97% | 3.84% | -3.00% | 6.11% | -3.22% | 3.64% | 1.64% | -0.58% | 8.85% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of JGACX is 37, indicating average performance compared to other mutual funds on our website. Here’s a breakdown of how it compares using common performance measures.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for JPMorgan Growth Advantage Fund (JGACX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
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Dividends
Dividend History
JPMorgan Growth Advantage Fund provided a 8.28% dividend yield over the last twelve months, with an annual payout of $2.39 per share. The fund has been increasing its distributions for 2 consecutive years.
| Period | TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $2.39 | $2.39 | $0.20 | $0.09 | $4.94 | $3.12 | $2.17 | $1.76 | $0.84 | $0.00 | $0.53 | $0.57 |
Dividend yield | 8.28% | 8.20% | 0.82% | 0.54% | 19.49% | 12.46% | 11.71% | 11.44% | 4.80% | 0.00% | 3.95% | 4.36% |
Monthly Dividends
The table displays the monthly dividend distributions for JPMorgan Growth Advantage Fund. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | |||||||
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.39 | $2.39 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.20 | $0.20 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.09 | $0.09 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $4.94 | $4.94 |
| 2020 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $3.12 | $3.12 |
| 2019 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $2.17 | $2.17 |
| 2018 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.76 | $1.76 |
| 2017 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.84 | $0.84 |
| 2016 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 |
| 2015 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.53 | $0.53 |
| 2014 | $0.57 | $0.57 |
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the JPMorgan Growth Advantage Fund. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the JPMorgan Growth Advantage Fund was 54.27%, occurring on Nov 20, 2008. Recovery took 660 trading sessions.
The current JPMorgan Growth Advantage Fund drawdown is 6.15%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -54.27% | Nov 7, 2007 | 262 | Nov 20, 2008 | 660 | Jul 7, 2011 | 922 |
| -35.58% | Nov 9, 2021 | 235 | Oct 14, 2022 | 326 | Feb 2, 2024 | 561 |
| -31.87% | Feb 20, 2020 | 23 | Mar 23, 2020 | 50 | Jun 3, 2020 | 73 |
| -24.45% | Jan 24, 2025 | 52 | Apr 8, 2025 | — | — | — |
| -24.37% | Aug 30, 2018 | 80 | Dec 24, 2018 | 81 | Apr 23, 2019 | 161 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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